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Turning Point Benefit Group, Inc.: EVRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turning Point Benefit Group, Inc. on EVRG, newest first. How the timeline and the estimate are built.

Turning Point Benefit Group, Inc. held 12,961 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,961 shares
    Change vs previous 13F +1,270 shares

    0.48% of the 13F portfolio, value $1,119,929.

    13F-HR 0002008513-26-000006 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,691 shares
    Change vs previous 13F -247 shares

    0.61% of the 13F portfolio, value $961,205.

    13F-HR 0002008513-26-000002 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,938 shares
    Change vs previous 13F +992 shares

    0.45% of the 13F portfolio, value $865,385.

    13F-HR 0002008513-26-000001 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,946 shares
    Change vs previous 13F +1,333 shares

    0.5% of the 13F portfolio, value $834,413.

    13F-HR 0002008513-25-000004 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,613 shares
    Change vs previous 13F +493 shares

    0.5% of the 13F portfolio, value $662,624.

    13F-HR 0001667731-25-001017 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,120 shares
    Change vs previous 13F +1,135 shares

    0.55% of the 13F portfolio, value $586,963.

    13F-HR 0001667731-25-000612 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,985 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $484,450.

    13F-HR 0001667731-25-000201 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).